Pre-Planning Checklist

The following checklist will help you to make sure you’ve thought of everything when you begin creating your personalized plan. Remember that there’s no need to make all of the decisions right away, and that the purpose of pre-planning is to allow yourself to take the time you need when considering your options and making the choices that are right for you. For personalized assistance in creating your plan, consult one of our experts by contacting us to schedule a one-on-one meeting.